Qualified Features
Communication (5)
Pop-up Chat
Based on 646 Qualified reviews and verified by the G2 Product R&D team. Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.
Notifications
Based on 629 Qualified reviews and verified by the G2 Product R&D team. Delivers notifications to both sides of the conversation.
Targeted Emails
Sends automated emails to further engage clients and potential clients. This feature was mentioned in 386 Qualified reviews.
In-App Messaging
Based on 484 Qualified reviews and verified by the G2 Product R&D team. Allows for live chat to be enabled within the app for customer help.
Co-Browsing
Based on 418 Qualified reviews and verified by the G2 Product R&D team. Allows agents to join a customer's browser session and navigate through the website with them.
Internal Use (6)
Customization
Based on 563 Qualified reviews and verified by the G2 Product R&D team. Allows users to customize chat colors, text, logos, and branding.
Conversation Archiving
Based on 516 Qualified reviews and verified by the G2 Product R&D team. Archives conversations in a separate location for later reference.
Lead Development
Based on 566 Qualified reviews and verified by the G2 Product R&D team. Enables employees to denote potential customers.
Knowledge Base
Based on 524 Qualified reviews and verified by the G2 Product R&D team. Establishes a knowledge base for employee reference during conversations.
Team Inbox
Based on 410 Qualified reviews and verified by the G2 Product R&D team. Provides a central location for help requests, helping employees respond sooner.
Customer Profiles
Based on 507 Qualified reviews and verified by the G2 Product R&D team. Allows for the creation of profiles for contacts and customers.
Messenger (4)
Sequencing
Based on 349 Qualified reviews and verified by the G2 Product R&D team. Mapped-out responses for conversations.
AI
Based on 374 Qualified reviews and verified by the G2 Product R&D team. Artificial intelligence (AI) and chatbot involvement.
Live Chat
Based on 430 Qualified reviews and verified by the G2 Product R&D team. Live human component of conversations.
Customization Interface
Based on 392 Qualified reviews and verified by the G2 Product R&D team. Quality of interface for designing and customizing conversation maps.
Channels (3)
Website
Based on 403 Qualified reviews and verified by the G2 Product R&D team. Conversations enacted through embedding or pop-ups on websites.
Text Message (SMS)
Conversations enacted through text message (SMS). This feature was mentioned in 172 Qualified reviews.
Other
Based on 173 Qualified reviews and verified by the G2 Product R&D team. Conversations enacted through other channels.
Customers (5)
Targeting
Based on 378 Qualified reviews and verified by the G2 Product R&D team. Overall quality of customer targeting based on needs or situations.
Profiles
Based on 332 Qualified reviews and verified by the G2 Product R&D team. Creation and modification of customer profiles based on conversations.
Analytics
Based on 390 Qualified reviews and verified by the G2 Product R&D team. Reporting based around specific and overall conversation results.
Lead Gathering
Based on 378 Qualified reviews and verified by the G2 Product R&D team. Capture and organization of leads from conversations.
Sales Conversion
Based on 379 Qualified reviews and verified by the G2 Product R&D team. Success rate of conversations leading to customer purchases.
Lead Facilitation (4)
Customer-facing Chatbot
Based on 72 Qualified reviews and verified by the G2 Product R&D team. Offers a chatbot to initiate and carryout inital conversations with prospects and leads.
Lead Qualification
Based on 73 Qualified reviews and verified by the G2 Product R&D team. Automatically calculates which leads are the most likely to become a customer.
Lead Follow-up
Based on 62 Qualified reviews and verified by the G2 Product R&D team. Automatically contacts all leads.
Meeting Scheduling
Based on 76 Qualified reviews and verified by the G2 Product R&D team. Utilizes natural language processing to set up meetings.
Organization (3)
Opportunity and Pipeline Management
Based on 54 Qualified reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Data Entry
Based on 57 Qualified reviews and verified by the G2 Product R&D team. Automates the entry of collected data.
Integrations / APIs
Based on 63 Qualified reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Performance Analysis (2)
Coaching
Based on 45 Qualified reviews and verified by the G2 Product R&D team. Provides real-time coaching to sales representatives.
Peformance Tracking
Based on 48 Qualified reviews and verified by the G2 Product R&D team. Tracks and analyzes sales representative performance.
Sales Analysis (2)
ROI Forecasting
Based on 44 Qualified reviews and verified by the G2 Product R&D team. Measure return on investment and leverage data to predict profitability of future projects.
Sales Forecasting
Based on 42 Qualified reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Data Availability (3)
Contact Data Availability
As reported in 171 Qualified reviews. Provides detailed contact-level buyer intent data
Account Data Availability
Provides aggregated intent data for individual contacts to supply an account-level view of intent 183 reviewers of Qualified have provided feedback on this feature.
Offline Data
Based on 130 Qualified reviews. Ability to connect offline databases to collect information that can be matched to online devices
Platform Additional Functionality (4)
Integrations
Ability for the product to integrate with software to view and utilize contact and account buyer intent data (i.e. CRM software, marketing automation software, account- based marketing software, etc.) This feature was mentioned in 199 Qualified reviews.
Topic Customization
Provides the ability to customize the relevant topics that are tracked This feature was mentioned in 161 Qualified reviews.
Alerts
Provides buyer intent alerts that can be delivered in a variety of formats (i.e. email, text message, etc.) This feature was mentioned in 185 Qualified reviews.
Real-time Intent
Ability to provide a dashboard showcasing intent that streams in real-time (as opposed to bulk deliveries) This feature was mentioned in 188 Qualified reviews.
Responses (8)
Personalization
Provides personalized responses to interlocator based on segmentation or past responses. This feature was mentioned in 35 Qualified reviews.
Route To Human
Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had. 36 reviewers of Qualified have provided feedback on this feature.
Natural Language Understanding (NLU)
Based on 34 Qualified reviews. Can have a natural, human-like conversation with an interlocator.
Customization
Customize your chat workflows with rules and automations. This feature was mentioned in 521 Qualified reviews.
Control
As reported in 501 Qualified reviews. Control who the chatbot converses with (and when).
Route To Human
As reported in 531 Qualified reviews. Has the ability to connect interlocator with a human agent when the need arises.
Menu bars
Can provide interlocators with menus, through which they can choose a relevant response. 447 reviewers of Qualified have provided feedback on this feature.
Drip sequences
Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion. 361 reviewers of Qualified have provided feedback on this feature.
Platform (10)
Conversation Editor
As reported in 33 Qualified reviews. Allows business to edit conversations to meet the unique needs of one's business.
Integration
Gives users the ability to update systems, like CRM, based on conversations. 34 reviewers of Qualified have provided feedback on this feature.
Human-In-The-Loop
Based on 34 Qualified reviews. Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.
Live chat
Based on 544 Qualified reviews. Provide tools for live chat on one's website.
Integrations
Based on 532 Qualified reviews. Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools.
Branding
Has the ability to customize look and feel of chatbot to match` company branding. This feature was mentioned in 506 Qualified reviews.
Analytics
As reported in 526 Qualified reviews. Gives user the ability to analyze conversations with the chatbot and see its performance.
A/B testing
As reported in 413 Qualified reviews. Allows users to test the efficacy of various responses through A/B testing.
Role-based access
Allows for varying access to chatbot and admin settings, depending on user, their role, etc. 468 reviewers of Qualified have provided feedback on this feature.
Collection of information
Based on 482 Qualified reviews. Can collect and store information from interlocators, such as email, phone number, etc.
Notifications (3)
Confirmations & Reminders
Ability to send confirmation and reminder emails & texts This feature was mentioned in 215 Qualified reviews.
Appointment Follow-Up
Based on 201 Qualified reviews. Ability to send automated follow-up emails/texts upon conclusion of appointment
Scheduling Notifications
Receive a notification whenever a customer schedules an appointment 218 reviewers of Qualified have provided feedback on this feature.
Settings (3)
Time Zone Detection
Automatically detects the time zone of both parties to avoid booking mistakes This feature was mentioned in 218 Qualified reviews.
Availability Settings
Ability to set preferred availability to ensure appointments are only booked during approved times 225 reviewers of Qualified have provided feedback on this feature.
Blocked Time Settings
Based on 215 Qualified reviews. Ability to block off additional time between appointments for travel or preparation
Personalization (2)
Branding
Personalize booking page with custom logos and colors to match branding 219 reviewers of Qualified have provided feedback on this feature.
Links
Personalize a booking link to share with customers 202 reviewers of Qualified have provided feedback on this feature.
Integrations (8)
Multi- Calendar Integration
As reported in 214 Qualified reviews. Integrates with multiple calendars, such as: Google Calendar, Microsoft Outlook, iCloud Calendar, etc.
Website Integration
Provides the ability to be embedded into websites This feature was mentioned in 236 Qualified reviews.
Payment Acceptance
Integrates with payment processing software to accept payment from customers This feature was mentioned in 150 Qualified reviews.
Video Conferencing
Based on 181 Qualified reviews. Integrates with video conferencing tools to allow for virtual appointments
Communication
As reported in 182 Qualified reviews. Integrates with SMS providers or instant messaging platforms to communicate directly with customers
MS Teams Integration
As reported in 112 Qualified reviews. This software integrates with Microsoft Teams.
Email Integration
This software integrates with popular email providers. This feature was mentioned in 130 Qualified reviews.
Salesforce Integration
As reported in 153 Qualified reviews. This software integrates with Salesforce.
Branding & Customizatio (3)
Custom Booking Page
Based on 142 Qualified reviews. Provide the ability to create a custom booking page.
Personalized Links
Provide the ability to create custom scheduling URLs. This feature was mentioned in 136 Qualified reviews.
Personalized Web Embed
As reported in 120 Qualified reviews. Provide the ability to create a personalized web embed.
Automatic Rules & Configurations (3)
Set Working Hours
Allow users to set automatic working hours. 149 reviewers of Qualified have provided feedback on this feature.
Automatic Updates
Automatically update calendars after a meeting has been booked. 140 reviewers of Qualified have provided feedback on this feature.
Buffer Times
Based on 137 Qualified reviews. Provide the ability to incorporate buffer times, leaving time before and after meetings.
Generative AI (16)
AI Text Generation
As reported in 44 Qualified reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Based on 41 Qualified reviews. Condenses long documents or text into a brief summary.
AI Text Generation
As reported in 48 Qualified reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary. 47 reviewers of Qualified have provided feedback on this feature.
AI Text Generation
Based on 177 Qualified reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary. This feature was mentioned in 172 Qualified reviews.
AI Text Generation
Allows users to generate text based on a text prompt. This feature was mentioned in 29 Qualified reviews.
AI Text Summarization
As reported in 29 Qualified reviews. Condenses long documents or text into a brief summary.
AI Text Generation
Based on 111 Qualified reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
As reported in 99 Qualified reviews. Condenses long documents or text into a brief summary.
AI Text-to-Image
As reported in 89 Qualified reviews. Provides the ability to generate images from a text prompt.
AI Text-to-Speech
As reported in 89 Qualified reviews. Simulates human-like speech from text inputs.
AI Image-to-Text
Converts images into a textual description, identifying key elements. This feature was mentioned in 84 Qualified reviews.
AI Text Generation
As reported in 152 Qualified reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Based on 148 Qualified reviews. Condenses long documents or text into a brief summary.
AI Text-to-Speech
Simulates human-like speech from text inputs. This feature was mentioned in 103 Qualified reviews.
Automation - AI Agents (3)
Sales Follow-Up
Allows users to automate responses to customer inquiries across various channels. 29 reviewers of Qualified have provided feedback on this feature.
Customer Interaction Automation
Allows users to automate responses to customer inquiries across various channels. 29 reviewers of Qualified have provided feedback on this feature.
Lead Generation
Allows users to automate the process of generating and qualifying sales leads. 32 reviewers of Qualified have provided feedback on this feature.
Autonomy - AI Agents (4)
Independent Decision Making
As reported in 32 Qualified reviews. Allows the AI agent to learn from interactions and adapt its responses accordingly.
Adaptive Responses
Allows the AI agent to learn from interactions and adapt its responses accordingly. 31 reviewers of Qualified have provided feedback on this feature.
Task Execution
Based on 30 Qualified reviews. Provides the AI agent the ability to execute tasks without requiring constant user input.
Problem Solving
As reported in 30 Qualified reviews. Allows the AI agent to identify and resolve issues without user intervention.
Automation (5)
Sales Follow-Up
Allows users to automate responses to sales leads across various channels. This feature was mentioned in 62 Qualified reviews.
Feedback Collection
Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders. This feature was mentioned in 55 Qualified reviews.
Document Processing
Based on 49 Qualified reviews. Allows users to automate the handling, processing, and management of documents.
Lead Generation
Based on 67 Qualified reviews. Allows users to automate the process of generating and qualifying sales leads.
Customer Interaction Automation
Allows users to automate responses to customer inquiries across various channels. This feature was mentioned in 62 Qualified reviews.
Autonomy (4)
Problem Solving
Allows the AI agent to identify and resolve issues without user intervention. 61 reviewers of Qualified have provided feedback on this feature.
Task Execution
Provides the AI agent the ability to execute tasks without requiring constant user input. This feature was mentioned in 60 Qualified reviews.
Adaptive Responses
As reported in 63 Qualified reviews. Allows the AI agent to learn from interactions and adapt its responses accordingly.
Independent Decision Making
Allows the AI agent to learn from interactions and adapt its responses accordingly. 61 reviewers of Qualified have provided feedback on this feature.
Outbound Sales (5)
Follow-Up Scheduling
Allows the AI agent to schedule and automate follow-ups based on prospect engagement. 56 reviewers of Qualified have provided feedback on this feature.
Prospect Prioritization
Based on 54 Qualified reviews. Provides users the ability to prioritize outreach efforts based on lead scoring or engagement metrics.
Multichannel Campaign Execution
Enables the AI agent to automate outreach across multiple channels, such as email, SMS, and social media. 49 reviewers of Qualified have provided feedback on this feature.
Personalized Outreach
Allows the AI agent to tailor outreach messages based on customer profiles or past interactions. This feature was mentioned in 58 Qualified reviews.
Outreach Performance Analytics
Allows users to track and analyze the effectiveness of automated outbound campaigns. 55 reviewers of Qualified have provided feedback on this feature.
Inbound Sales (5)
Data Enrichment
Allows the AI agent to enhance inbound lead profiles by gathering additional information from external sources. 61 reviewers of Qualified have provided feedback on this feature.
Inquiry Routing
As reported in 62 Qualified reviews. Allows the AI agent to route inbound inquiries to the appropriate team or individual based on context.
Feedback Collection
Based on 55 Qualified reviews. Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.
Real-Time Engagement
Enables the AI agent to respond instantly to inbound inquiries, improving response times. 66 reviewers of Qualified have provided feedback on this feature.
Lead Qualification
Enables the AI agent to assess inbound leads and determine their sales readiness. 65 reviewers of Qualified have provided feedback on this feature.
Agentic AI - Salesforce AppExchange Apps (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Bot Platforms (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - AI Sales Assistant (7)
Autonomous Task Execution
Based on 12 Qualified reviews. Capability to perform complex tasks without constant human input
Multi-step Planning
As reported in 11 Qualified reviews. Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases This feature was mentioned in 13 Qualified reviews.
Adaptive Learning
As reported in 14 Qualified reviews. Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation This feature was mentioned in 14 Qualified reviews.
Proactive Assistance
Anticipates needs and offers suggestions without prompting 13 reviewers of Qualified have provided feedback on this feature.
Decision Making
Makes informed choices based on available data and objectives 10 reviewers of Qualified have provided feedback on this feature.
Agentic AI - Conversational Marketing (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 36 reviewers of Qualified have provided feedback on this feature.
Multi-step Planning
Ability to break down and plan multi-step processes This feature was mentioned in 33 Qualified reviews.
Cross-system Integration
Based on 37 Qualified reviews. Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience 38 reviewers of Qualified have provided feedback on this feature.
Natural Language Interaction
Based on 38 Qualified reviews. Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting This feature was mentioned in 35 Qualified reviews.
Decision Making
Makes informed choices based on available data and objectives This feature was mentioned in 34 Qualified reviews.
Agentic AI - Online Appointment Scheduling (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input This feature was mentioned in 25 Qualified reviews.
Multi-step Planning
As reported in 24 Qualified reviews. Ability to break down and plan multi-step processes
Natural Language Interaction
Based on 25 Qualified reviews. Engages in human-like conversation for task delegation
Agentic AI - Business Scheduling (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 14 reviewers of Qualified have provided feedback on this feature.
Multi-step Planning
As reported in 13 Qualified reviews. Ability to break down and plan multi-step processes





